Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
-$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,119
New
Increased
Reduced
Closed

Top Buys

1
+$816M
2
+$313M
3
+$312M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$284M
5
MSFT icon
Microsoft
MSFT
+$272M

Top Sells

1
+$2.05B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$491M
5
CB
CHUBB CORPORATION
CB
+$488M

Sector Composition

1 Healthcare 9.06%
2 Technology 9.06%
3 Financials 8.68%
4 Communication Services 7.55%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5526
$45K ﹤0.01%
979
-1,121
5527
$45K ﹤0.01%
4,889
+3,977
5528
$45K ﹤0.01%
7,251
+6,760
5529
$45K ﹤0.01%
31,281
+386
5530
$45K ﹤0.01%
1,752
-2
5531
$45K ﹤0.01%
2,691
-24,289
5532
$45K ﹤0.01%
10,600
+4,341
5533
$45K ﹤0.01%
2,191
+530
5534
$45K ﹤0.01%
16,646
-7,739
5535
$44K ﹤0.01%
10,945
+628
5536
$44K ﹤0.01%
14,758
-722
5537
$44K ﹤0.01%
40
-5,726
5538
$44K ﹤0.01%
454
-362
5539
$44K ﹤0.01%
4,277
+4,249
5540
$44K ﹤0.01%
1,816
-1,852
5541
$44K ﹤0.01%
118,642
-69,180
5542
$44K ﹤0.01%
704
-187
5543
$44K ﹤0.01%
2,895
-116
5544
$43K ﹤0.01%
4,555
+2,590
5545
$43K ﹤0.01%
7,383
+4,850
5546
$43K ﹤0.01%
8,598
-15,425
5547
$43K ﹤0.01%
752
-4,968
5548
$43K ﹤0.01%
1,940
-701
5549
$43K ﹤0.01%
2,331
+358
5550
$43K ﹤0.01%
11,252
-362,953
220 221
222
223 224